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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
251
Simplicity Wealth
New Jersey
$496K +$495K +10,466 New
CW
252
Connectus Wealth
Ohio
$494K -$121K -2,550 -20%
KFP
253
KMG Fiduciary Partners
Ohio
$493K +$492K +10,406 New
SEP
254
Southland Equity Partners
Missouri
$493K -$11.3K -240 -2%
P
255
&Partners
Tennessee
$489K -$48.6K -1,029 -9%
SCFS
256
S.C. Financial Services
Arizona
$483K +$101K +2,141 +27%
SFS
257
Security Financial Services
Indiana
$482K +$22.7K +481 +5%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$477K +$47 +1 +0%
MSFS
259
Main Street Financial Solutions
Pennsylvania
$476K -$37.7K -797 -7%
HFP
260
Holistic Financial Partners
Indiana
$473K -$12.4K -262 -3%
MOS
261
MGO One Seven
Ohio
$472K -$1.29M -27,323 -73%
WWM
262
Western Wealth Management
Colorado
$468K -$519K -10,984 -53%
PTP
263
Platform Technology Partners
New York
$460K -$13.5K -285 -3%
BAM
264
Belpointe Asset Management
Nevada
$451K +$120K +2,531 +36%
TCA
265
Transcend Capital Advisors
New Jersey
$448K +$55.8K +1,180 +14%
CFA
266
Compass Financial Advisors
Indiana
$439K -$8.56K -181 -2%
CA
267
Claro Advisors
Massachusetts
$439K -$452K -9,562 -51%
MWM
268
Maripau Wealth Management
Indiana
$434K -$41.6K -880 -9%
SS
269
Simplicity Solutions
Minnesota
$434K -$353K -7,462 -45%
AWM
270
Axxcess Wealth Management
California
$433K -$197K -4,164 -31%
TAM
271
TCP Asset Management
Ohio
$432K +$431K +9,119 New
AC
272
Avestar Capital
New York
$429K -$359K -7,595 -46%
CFD
273
Creative Financial Designs
Indiana
$424K +$14.1K +299 +3%
FLI
274
Family Legacy Inc
South Carolina
$413K -$1.51K -32 -0.4%
CHC
275
City Holding Co
West Virginia
$402K +$401K +8,480 New